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Memory-Logic Fusion
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GenAI Revolution
Nilesh Jasani
·
October 12, 2026
The Frontier Express: When Samsung Gets Money
A resource-rich Samsung is pushing innovation in directions only it can take, and the pressure is landing on TSMC, Nvidia, and SK Hynix
Nilesh Jasani
·
September 10, 2026
2027 Theme: Memory by Design
How memory and logic are finally coming together, and why it is the theme of 2027
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
October 24, 2026
Big Theme: Quantity Ahoy
AI’s quality made us fret for years. The bigger story is quantity: a flood of good work that demands our attention as investors, citizens, and humans.
Nilesh Jasani
·
October 21, 2026
The Return of the CPU
The CPUs are back, but the label hides important details. Our guide to the nuances that matter is no breezy read, though it repays the effort.
Gary Pinge
·
October 16, 2026
Blue Skies Above the Haze
While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.
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